| Total AUM | $36K |
| Discretionary | $00% of AUM |
| Non-Discretionary | $36K |
| Client Accounts | 94 |
| Avg Account Size | $382.979 |
| Employees | 2 |
| Peak AUM | $36KDec 2025 |
Total AUM
$36,000
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $36,000 | — | — | — | — |
| Non-Disc. AUM | $36,000 | — | — | ||
| Total AUM | $36,000 |
| Discretionary | $0 |
| Employees | 2 |
| Client Accounts | 94 |
Address
12 E 33RD ST
NEW YORK NY 10016
Phone
330-583-4914
Filing History
5 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$0
0.0% of AUM
Non-Discretionary
$36,000
100.0% of AUM
No related registrations reported
— |
| Total Accounts | 94 | — | — | — | — |
| Avg Account Size | $382.979 | — | — | — | — |
| Employees | 2 | 0.0% | — | — | — |
| AUM / Employee | $18,000 | — | — | — | — |
Client AUM Segments | |||||
| Wealth AUM | $36,000 | — | — | — | — |
Client Count Segments | |||||
| HNW Clients | 94 | — | — | — | — |